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JGB 30y 3.5%, JPY weaker / GOLD rally, find out why! debt spiral & more / Bessent toTrump, leave FED alone

  • Writer: Stéphan
    Stéphan
  • 2 days ago
  • 3 min read

  • Markets : Great podcast from David Tate on Gold, well worth a listen IMHO (link below) , JPM kicks off earnings season today, JGBs JPY both weaker (EMG basket case..like..), precious continues (debasement, inflate away, debt spiral looks unstoppable with current governments in place...''debt will tears up apart!..'', ''run it hot''...is all current governments know..., Bessent told Trump that investigation of Fed chair creates a mess.. >>> commodities cycle higher is here and yet the whole world is too lightly positioned for it ( 2011, the last commodity cycle peaked at 12 percent commodity allocation - Currently we are sitting at ~3 percent-chart available), our final advice is it's still 'overbought short-term, and under-owned long-term!!..

  • Geopolitics : Iran Is Hunting Down Starlink Users to Stop Protest Videos From Going Global. Video from the streets is one of the few ways of getting information out about the scale of the protests and authorities’ actions, The UK is preparing to raid and seize Russian “dark fleet” oil tankers, according to the BBC, Jerusalem Post: The dominant assessment in israel is that the Iranian regime is moving to completely extinguish the protests within the next 24 to 48 hours. This doesn’t sound good at all...!...American Stratotanker refuelling aircraft and NATO early warning aircraft have been seen circling the southern border of Iran likely indicating large airforce activity ongoing

  • Trade : Trump announces 25% tariff on countries ‘doing business’ with Iran

  • #USDJPY | The yen weakened to its lowest since July 2024 and stocks soared after Kyodo reported PM Sanae Takaichi intends to call a snap election. The move is aimed at solidifying support for her hawkish political stance and pro-stimulus policies. (BBG) 


WELL worth a listen, he has a pretty unique perspective on it, from star trader to CEO, miners, largest gold buyers, anyone more qualified ?.. David Tait: Inside Gold’s Rele…–The Master Investor Podcast with Wilfred Frost – Apple Podcasts

Macro, core fear of debt, JPN situation (cash held at home, into Gold etc..), India and deregulation in China, geopolitics and essentially debt spiral, fear of debt, as we been talking for a long while, ''debt will tear us a part''...inflation...


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 A perturbed Treasury Secretary Scott Bessent told President Trump late Sunday that the federal investigation into the Federal Reserve chair "made a mess" and could be bad for financial markets, per two sources familiar with the call.






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